Leavell Investment Management Inc. Has $1.15 Million Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Leavell Investment Management Inc. increased its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 101.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 38,672 shares of the exchange traded fund’s stock after purchasing an additional 19,486 shares during the period. Leavell Investment Management Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $1,149,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Hamilton Point Investment Advisors LLC boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock worth $25,000 after purchasing an additional 420 shares during the period. American Capital Advisory LLC boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 101.1% in the 4th quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 442 shares during the period. Bristlecone Advisors LLC bought a new stake in Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter worth about $27,000. Bartlett & CO. Wealth Management LLC lifted its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock worth $29,000 after buying an additional 486 shares in the last quarter. Finally, Iron Horse Wealth Management LLC lifted its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Iron Horse Wealth Management LLC now owns 1,092 shares of the exchange traded fund’s stock worth $32,000 after buying an additional 546 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Price Performance

Shares of NYSEARCA:FNDA opened at $30.22 on Friday. The company’s 50-day moving average price is $30.35 and its two-hundred day moving average price is $29.93. Schwab Fundamental U.S. Small Company Index ETF has a one year low of $26.38 and a one year high of $32.71. The stock has a market capitalization of $4.44 billion, a PE ratio of 14.98 and a beta of 1.18.

About Schwab Fundamental U.S. Small Company Index ETF

The Schwab Fundamental U.S. Small Company Index ETF (FNDA) is an exchange-traded fund that is based on the Russell RAFI Small Company US index. The fund tracks a fundamentally selected and weighted Russell index of small firms based on adjusted sales, retained operation cash flow, and dividends plus buybacks.